Thumb Tack & Fluent CRM - Have you done it?
Hello, We got a client that would like their leads from thumb tack to go into their Fluent CRM & or Fluent Boards. They want to utilize fluent CRM and fluent boards into their lead/sales process.
I am wondering if anyone here has done this setup before. I am open to paying someone to do this for us as we are pretty busy at the moment.
I'm assuming it can be accomplished with webhooks, or maybe something like Zapier.
Sure, it's how you set up a sales pipeline using FluentCRM & FluentBoards, so you have a visual flow. Are both FluentCRM and FluentBoards on the same server?
Yes, this can definitely be done, and it’s a solid use case for FluentCRM + FluentBoards.
Thumbtack doesn’t integrate directly, but we can easily connect it using webhooks, Zapier, or Make. The usual flow is:
Thumbtack lead > automation tool > FluentCRM (as the central hub) > FluentBoards for pipeline tracking > automated follow-ups and tags.
Once set up properly, your leads move straight into your CRM and sales pipeline without manual work, and your team can respond much faster.
If you want this set up properly for your client, you can book a quick call here and we’ll map it out together: https://calendly.com/omotolaemmanuel04/fluent-suite-sales-call
Best Regards,
Emmanuel